I have been a Financial Advisor for over 25 years and my passion is helping clients plan and protect their financial future. My knowledge and experience will help guide decisions about your finances that are well-informed. I take pride in building relationships, understanding your priorities and objectives, and helping you achieve immediate and long-term financial goals. Together we will determine your current financial situation, define your investment and wealth management goals and build a plan designed to meet your individual needs.
Certifications in Responsible Investment: Responsible Investment Specialist (RIS)
Adam Sonoda
Brandon Guay
Chen Wang
Aylene Joseph
Valerie Hazelton
Valerie can help you determine what financial well-being means for you and build a personalized action plan to help you achieve what’s important in your life.
Whether it be investing sustainably, generating income for life or building a wealth legacy, Valerie will help turn your goals into accomplishments.
Lucas Cerqueira
We are a team of financial professionals with 60 years of experience helping members meet their financial goals. We are committed to consistently providing an exceptional level of service. Our substantial practice continues to grow, as does our expertise in financial planning and insurance protection services.
Lucas MacIntosh
MacIntosh Financial Group is a personal financial planning firm based in British Columbia, Canada.
We serve clients on the Sunshine Coast, Vancouver and the Lower Mainland, and all over the province.